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$70k–$85k/yr
Full-time
high school, bachelor degree
Medical, Dental, Vision, 401k, Paid Time Off, Performance-based Bonuses
Posted 36d ago
Apply by Oct 6
~40 hrs/week
Responsibilities
The role involves engaging with new and prospective clients to provide tailored financial solutions. Responsibilities include guiding clients through onboarding and maintaining accurate records in CRM tools.
Requirements
A high school diploma or college degree is preferred. Candidates should possess strong communication skills and be comfortable working independently in a remote setting.
Full job description
Remote Account Advisor
About the Role:
We’re hiring Remote Account Advisors to help individuals and small businesses with tailored financial solutions. You’ll serve as a trusted point of contact, helping clients navigate options and make confident decisions. This is an excellent opportunity for professionals who enjoy relationship-building, problem-solving, and remote work flexibility.
Core Responsibilities
Engage with new and prospective clients through outreach and follow-ups
Understand each client’s financial goals and decision-making process
Recommend solutions that align with their needs
Guide clients through onboarding and product implementation
Maintain accurate records in CRM tools
Support clients with regular check-ins and ongoing service
Qualifications
High school diploma or college degree preferred
Strong communication and relationship-building skills
Comfortable working remotely and independently
Experience in client service or sales is a plus but not required
What We Offer
Competitive base salary plus performance-based bonuses and incentives.
Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
Flexible work-from-home schedule
Advancement opportunities with a growing company
A collaborative, mission-driven remote team environment
Consultoria em tributação e financas com visão de futuro
Industry
Business Consulting and Services
Company size
11-50 employees
Founded
2021
Headquarters
São paulo, São Paulo
LinkedIn followers
232
Na NUVANT, tornamos o complicado simples – e o simples, estratégico.
Somos uma consultoria tributária e financeira criada para transformar desafios técnicos em vantagens competitivas.
Nascemos para simplificar a complexidade tributária, otimizar processos e automatizar rotinas, entregando soluções que aumentam a eficiência e liberam seu time para focar no que realmente importa: crescer com segurança.
Unimos expertise em finanças, tributação e tecnologia para traduzir normas, leis e cenários econômicos em decisões inteligentes, viáveis e alinhadas ao seu negócio.
Com precisão técnica, linguagem acessível e visão de futuro, conectamos tributos à estratégia, entregando clareza, agilidade e vantagem competitiva real.
Com a NUVANT, você não apenas cumpre regras — você transforma regras em resultados.
Consultoria em tributação e financas com visão de futuro
Industry
Business Consulting and Services
Company size
11-50 employees
Founded
2021
Headquarters
São paulo, São Paulo
LinkedIn followers
232
Na NUVANT, tornamos o complicado simples – e o simples, estratégico.
Somos uma consultoria tributária e financeira criada para transformar desafios técnicos em vantagens competitivas.
Nascemos para simplificar a complexidade tributária, otimizar processos e automatizar rotinas, entregando soluções que aumentam a eficiência e liberam seu time para focar no que realmente importa: crescer com segurança.
Unimos expertise em finanças, tributação e tecnologia para traduzir normas, leis e cenários econômicos em decisões inteligentes, viáveis e alinhadas ao seu negócio.
Com precisão técnica, linguagem acessível e visão de futuro, conectamos tributos à estratégia, entregando clareza, agilidade e vantagem competitiva real.
Com a NUVANT, você não apenas cumpre regras — você transforma regras em resultados.